iShares US Energy ETF
159 hedge funds and large institutions have $163M invested in iShares US Energy ETF in 2020 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 41 increasing their positions, 45 reducing their positions, and 46 closing their positions.
9% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 45
1.52% less ownership
Funds ownership: 46.76% → 45.24% (-1.5%)
11% less funds holding
Funds holding: 178 → 159 (-19)
30% less first-time investments, than exits
New positions opened: 32 | Existing positions closed: 46
43% less capital invested
Capital invested by funds: $284M → $163M (-$121M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
+$2.35M |
| 2 |
DY
Dowling & Yahnke
San Diego,
California
|
+$1.95M |
| 3 |
Morgan Stanley
New York
|
+$1.72M |
| 4 |
Bank of New York Mellon
New York
|
+$1.71M |
| 5 |
NCM
Next Capital Management
New York
|
+$1.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OC
Oakworth Capital
Birmingham,
Alabama
|
-$5.83M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$4.63M |
| 3 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$4.36M |
| 4 |
PAG
Pinnacle Advisory Group
Columbia,
Maryland
|
-$4.29M |
| 5 |
ACA
Ackerman Capital Advisors
Dallas,
Texas
|
-$3.01M |
IYE Hedge Fund Activity: Q1 2020 in Review
159 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares US Energy ETF (IYE) for Q1 2020, worth a combined $163M — down 43% from $284M a quarter earlier.
Sellers outnumbered buyers: 46 funds closed out of IYE and 32 opened new positions — a net loss of 14 holders — while 45 trimmed existing stakes and 41 added.
The largest buyer was Miracle Mile Advisors, opening a new position worth an estimated $2.35M. The largest seller was Oakworth Capital, cutting an estimated $5.83M.
- 159 institutional investors held iShares US Energy ETF (IYE) as of Q1 2020, down from 178 in Q4 2019.
- Funds reported $163M of iShares US Energy ETF stock for Q1 2020, down 43% quarter-over-quarter.
- 32 funds opened new iShares US Energy ETF positions in Q1 2020 and 46 closed out, a net change of -14 holders.
- The largest iShares US Energy ETF buyer in Q1 2020 was Miracle Mile Advisors, an estimated $2.35M added.
- The largest iShares US Energy ETF seller in Q1 2020 was Oakworth Capital, an estimated $5.83M sold.
Based on aggregated 13F filings for Q1 2020.